|
1
|
Bank of America
Charlotte,
North Carolina
|
$222M
|
-$117M
|
-4,872,626
|
-35%
|
|
|
2
|
|
$117M
|
-$20.7M
|
-864,785
|
-15%
|
|
|
3
|
|
$111M
|
+$22M
|
+918,121
|
+25%
|
|
|
4
|
BlackRock Advisors
Wilmington,
Delaware
|
$95.7M
|
+$9.31M
|
+388,618
|
+11%
|
|
|
5
|
M&T Bank
Buffalo,
New York
|
$92.6M
|
+$20.5M
|
+855,834
|
+29%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$84.9M
|
-$15M
|
-626,311
|
-15%
|
|
|
7
|
|
$82.8M
|
+$47.7M
|
+1,990,284
|
+141%
|
|
|
8
|
Fidelity Investments
Boston,
Massachusetts
|
$73.5M
|
-$5.76M
|
-240,209
|
-7%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$52.9M
|
-$3.86M
|
-161,041
|
-7%
|
|
|
10
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$40.9M
|
+$20.4M
|
+852,629
|
+103%
|
|
|
11
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$38.1M
|
+$527K
|
+22,014
|
+1%
|
|
|
12
|
BlackRock Investment Management
Wilmington,
Delaware
|
$35M
|
+$9.56M
|
+398,937
|
+38%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
-$7.7M
|
-321,194
|
-21%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$23.8M
|
-$8.78M
|
-366,626
|
-27%
|
|
|
15
|
Permanens Capital
New York
|
$18.9M
|
-$1.24M
|
-51,567
|
-6%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
-$6.56M
|
-273,855
|
-29%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$12.5M
|
-$12.9M
|
-539,936
|
-51%
|
|
|
18
|
Harvest Capital Management
Concord,
New Hampshire
|
$12.3M
|
-$155K
|
-6,454
|
-1%
|
|
|
19
|
Richard C. Young & Co
Newport,
Rhode Island
|
$11.7M
|
+$423K
|
+17,659
|
+4%
|
|
|
20
|
RNC Capital Management
Los Angeles,
California
|
$11.3M
|
+$6.73M
|
+280,842
|
+152%
|
|
|
21
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.2M
|
-$108K
|
-4,517
|
-1%
|
|
|
22
|
Icon Advisers
Greenwood Village,
Colorado
|
$8.89M
|
-$3.11M
|
-130,000
|
-26%
|
|
|
23
|
Agilis Partners
Waltham,
Massachusetts
|
$7.83M
|
+$626K
|
+26,140
|
+9%
|
|
|
24
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$7.2M
|
-$246K
|
-10,272
|
-3%
|
|
|
25
|
Miracle Mile Advisors
Los Angeles,
California
|
$7.06M
|
+$6.95M
|
+289,997
|
New
|
|
